Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Vant is a financial advisor with Ameriprise Financial Services, LLC. Steven has been in the financial industry since September 27, 1991, and holds licenses in 16 states. He is also registered as an investment advisor representative in California and Texas. Steven’s experience includes working with a wide range of clients, including high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and individuals. He is committed to providing comprehensive financial planning and investment management services to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/14/2020 - Present
Ameriprise Financial Services, LLC (LONG BEACH CA)
MN
04/26/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
12/18/1996 - 12/05/1997
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
CA
06/13/1995 - 03/28/1997
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
MO
05/22/1996 - 12/23/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
02/24/1995 - 07/11/1995
KENSINGTON WELLS INCORPORATED
NA
10/26/1994 - 02/24/1995
MERIDIAN, DUNHILL & CO., INC.
NJ
01/25/1995 - 02/14/1995
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
10/11/1993 - 05/02/1994
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NY
11/12/1992 - 10/15/1993
THE WELLINGTON GROUP, INC. (NEW YORK NY)
NA
01/31/1990 - 06/19/1992
GLOBAL CAPITAL SECURITIES, INC.
NY
05/07/1991 - 12/04/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/06/1991 - 04/19/1991
BERKELEY SECURITIES CORPORATION (NEW YORK NY)
NA
06/20/1989 - 01/27/1990
J. T. MORAN & CO., INC.
IA
Issued 05/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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